Morgan Stanley
MS- 交易所
- NYSE
- 產業
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000895421
近 90 天，Morgan Stanley 內部人申報 0 筆公開市場買進、3 筆賣出；2026 年第 2 季末有 2,746 家機構在 13F 申報持有，市值合計 $2,817 億；維京全球投資和索羅斯基金管理兩位大師持有。
2024 年第 1 季 13F 持有人
Morgan Stanley 在 2024/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,799
- 較 2023 年第 4 季 +67 家
- 持有股數
- 13.6 億
- 較 2023 年第 4 季 −1,663 萬 (−1.2%)
- 總市值
- $1,278 億
- 較 2023 年第 4 季 −$4.15 億 (−0.3%)
- 新進機構
- 175
- 另有 703 家加碼
- 清倉機構
- 108
- 另有 682 家減碼
另有 29 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 MS 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,746 | $2,817 億 |
| 2026 年第 1 季 | 2,514 | $2,180 億 |
| 2025 年第 4 季 | 2,533 | $2,394 億 |
| 2025 年第 3 季 | 2,266 | $2,119 億 |
| 2025 年第 2 季 | 2,209 | $1,906 億 |
| 2025 年第 1 季 | 2,104 | $1,591 億 |
| 2024 年第 4 季 | 2,118 | $1,709 億 |
| 2024 年第 3 季 | 1,875 | $1,411 億 |
| 2024 年第 2 季 | 1,829 | $1,312 億 |
| 2024 年第 1 季 | 1,799 | $1,278 億 |
| 2023 年第 4 季 | 1,761 | $1,283 億 |
| 2023 年第 3 季 | 1,671 | $1,127 億 |
| 2023 年第 2 季 | 1,689 | $1,187 億 |
| 2023 年第 1 季 | 1,674 | $1,241 億 |
| 2022 年第 4 季 | 1,682 | $1,202 億 |
| 2022 年第 3 季 | 1,586 | $1,127 億 |
| 2022 年第 2 季 | 1,607 | $1,096 億 |
| 2022 年第 1 季 | 1,673 | $1,291 億 |
| 2021 年第 4 季 | 1,716 | $1,469 億 |
| 2021 年第 3 季 | 1,592 | $1,488 億 |
| 2021 年第 2 季 | 1,550 | $1,437 億 |
| 2021 年第 1 季 | 1,516 | $1,237 億 |
2024 年第 1 季持有機構
每家機構持有 Morgan Stanley 的股數、市值與佔組合比重；股數變化跟 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 29,586 | $278.6 萬 | 0.08% | −158−0.5% | 減碼 |
| Salem Investment Counselors Inc | 29,450 | $277.3 萬 | 0.09% | +2,234+8.2% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 29,040 | $273.4 萬 | 0.02% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 28,736 | $270.6 萬 | 0.03% | −2,527−8.1% | 減碼 |
| Alberta Investment Management Corp | 28,500 | $268.4 萬 | 0.03% | −10,725−27.3% | 減碼 |
| University of Texas/Texas Am Investment Managment Co | 28,732 | $267.9 萬 | 0.32% | 00.0% | 不變 |
| Brasada Capital Management, LP | 28,419 | $267.6 萬 | 0.48% | +333+1.2% | 加碼 |
| Epoch Investment Partners, Inc. | 28,353 | $267.0 萬 | 0.01% | −735−2.5% | 減碼 |
| XTX Topco Ltd | 28,255 | $266.0 萬 | 0.36% | +28,255 | 新進 |
| Bayesian Capital Management, LP | 28,249 | $266.0 萬 | 0.25% | +28,249 | 新進 |
| Meyer Handelman Co | 28,242 | $265.9 萬 | 0.09% | −29,564−51.1% | 減碼 |
| Capital International Ltd | 27,886 | $262.6 萬 | 0.13% | −22,781−45.0% | 減碼 |
| Arrow Financial Corp | 27,859 | $262.3 萬 | 0.26% | +2,474+9.7% | 加碼 |
| Skopos Labs, Inc. | 28,002 | $261.9 萬 | 1.13% | +96+0.3% | 加碼 |
| SevenBridge Financial Group, LLC | 27,837 | $260.7 萬 | 0.59% | +1,857+7.1% | 加碼 |
| KCM Investment Advisors LLC | 27,656 | $260.4 萬 | 0.10% | −1,299−4.5% | 減碼 |
| Summit Financial, LLC | 27,639 | $260.3 萬 | 0.15% | −269−1.0% | 減碼 |
| Culbertson A N & Co Inc | 27,290 | $257.0 萬 | 0.44% | −400−1.4% | 減碼 |
| Lipe & Dalton | 27,218 | $256.3 萬 | 1.32% | +30.0% | 加碼 |
| Harbor Capital Advisors, Inc. | 27,123 | $255.4 萬 | 0.33% | +6,945+34.4% | 加碼 |
| Community Bank of Raymore | 26,940 | $253.7 萬 | 1.19% | 00.0% | 不變 |
| Fidelis Capital Partners, LLC | 26,571 | $250.2 萬 | 0.38% | +4,971+23.0% | 加碼 |
| Moody National Bank Trust Division | 26,460 | $249.1 萬 | 0.20% | −467−1.7% | 減碼 |
| Asio Capital, LLC | 26,429 | $248.9 萬 | 0.53% | −87−0.3% | 減碼 |
| Aspen Grove Capital, LLC | 26,351 | $248.1 萬 | 0.70% | +921+3.6% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 26,328 | $247.9 萬 | 0.14% | +669+2.6% | 加碼 |
| Next Level Private LLC | 26,303 | $247.7 萬 | 1.14% | +55+0.2% | 加碼 |
| New England Research & Management, Inc. | 26,205 | $246.7 萬 | 1.21% | +5,663+27.6% | 加碼 |
| Stratos Wealth Partners, LTD. | 26,082 | $245.6 萬 | 0.04% | −4,400−14.4% | 減碼 |
| Americana Partners, LLC | 26,035 | $245.1 萬 | 0.20% | +13,755+112.0% | 加碼 |
| Capstone Investment Advisors, LLC | 25,911 | $244.0 萬 | 0.05% | +10,094+63.8% | 加碼 |
| Bouvel Investment Partners, LLC | 25,873 | $243.6 萬 | 1.05% | +475+1.9% | 加碼 |
| Loomis Sayles & Co L P | 25,787 | $242.8 萬 | 0.00% | +212+0.8% | 加碼 |
| HTLF Bank | 25,644 | $241.5 萬 | 0.28% | +39+0.2% | 加碼 |
| Gries Financial LLC | 25,598 | $241.0 萬 | 0.40% | +1,154+4.7% | 加碼 |
| Hunter Associates Investment Management LLC | 25,528 | $240.4 萬 | 0.40% | −156−0.6% | 減碼 |
| Gotham Asset Management, LLC | 25,527 | $240.4 萬 | 0.04% | +232+0.9% | 加碼 |
| International Assets Investment Management, LLC | 908,398 | $240.0 萬 | 0.25% | +908,398 | 新進 |
| Baldwin Investment Management, LLC | 25,377 | $238.9 萬 | 0.32% | +3,930+18.3% | 加碼 |
| Transcend Wealth Collective, LLC | 25,371 | $238.9 萬 | 0.19% | −445−1.7% | 減碼 |
| HCR Wealth Advisors | 25,370 | $238.9 萬 | 0.36% | −163−0.6% | 減碼 |
| Clear Rock Advisors, LLC | 25,220 | $237.5 萬 | 1.03% | +345+1.4% | 加碼 |
| LMCG Investments, LLC | 25,080 | $236.2 萬 | 0.14% | −900−3.5% | 減碼 |
| New Age Alpha Advisors, LLC | 25,000 | $235.4 萬 | 1.42% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 25,000 | $235.4 萬 | 0.17% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 24,987 | $235.3 萬 | 0.18% | −1,861−6.9% | 減碼 |
| Texas Yale Capital Corp. | 24,880 | $234.3 萬 | 0.10% | −20−0.1% | 減碼 |
| Northeast Investment Management | 24,874 | $234.2 萬 | 0.12% | −355−1.4% | 減碼 |
| National Asset Management, Inc. | 28,653 | $234.0 萬 | 0.06% | −4,564−13.7% | 減碼 |
| Community Bank, N.A. | 24,709 | $232.6 萬 | 0.31% | −195−0.8% | 減碼 |
| Fulton Bank, N.A. | 24,705 | $232.6 萬 | 0.10% | +1,514+6.5% | 加碼 |
| Stolper Co | 24,578 | $231.4 萬 | 0.83% | +2,255+10.1% | 加碼 |
| Walleye Capital LLC | 24,189 | $227.8 萬 | 0.02% | +24,189 | 新進 |
| Coastline Trust Co | 24,183 | $227.7 萬 | 0.28% | −2,565−9.6% | 減碼 |
| Glass Wealth Management Co LLC | 23,830 | $224.4 萬 | 1.37% | +23,830 | 新進 |
| Concentric Capital Strategies, LP | 23,703 | $223.2 萬 | 0.14% | +23,703 | 新進 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 24,130 | $222.2 萬 | 0.02% | +133+0.6% | 加碼 |
| Bleakley Financial Group, LLC | 23,575 | $222.0 萬 | 0.06% | +473+2.0% | 加碼 |
| Mirabella Financial Services LLP | 23,570 | $221.9 萬 | 0.16% | +23,570 | 新進 |
| Arcus Capital Partners, LLC | 23,538 | $221.6 萬 | 0.70% | 00.0% | 不變 |
| Griffin Asset Management, Inc. | 23,514 | $221.4 萬 | 0.26% | +300+1.3% | 加碼 |
| Paloma Partners Management Co | 23,491 | $221.2 萬 | 0.32% | +23,491 | 新進 |
| Simplicity Wealth,LLC | 23,473 | $221.0 萬 | 0.05% | +23,473 | 新進 |
| Park Avenue Securities LLC | 23,424 | $220.6 萬 | 0.03% | −2,479−9.6% | 減碼 |
| Wolff Wiese Magana LLC | 23,402 | $220.4 萬 | 1.90% | −218−0.9% | 減碼 |
| TCTC Holdings, LLC | 23,372 | $220.1 萬 | 0.07% | −175−0.7% | 減碼 |
| Caxton Associates LP | 23,250 | $218.9 萬 | 0.15% | +23,250 | 新進 |
| Cramer Rosenthal McGlynn LLC | 23,243 | $218.9 萬 | 0.12% | −184−0.8% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 23,212 | $218.6 萬 | 0.06% | −2,296−9.0% | 減碼 |
| Signaturefd, LLC | 23,134 | $217.8 萬 | 0.05% | +1,386+6.4% | 加碼 |
| Cacti Asset Management LLC | 22,000 | $217.7 萬 | 0.18% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 23,095 | $217.5 萬 | 0.12% | +272+1.2% | 加碼 |
| Venture Visionary Partners LLC | 23,086 | $217.4 萬 | 0.10% | −3,676−13.7% | 減碼 |
| Altrafin AG | 23,023 | $216.8 萬 | 0.79% | −158−0.7% | 減碼 |
| Wright Investors Service Inc | 22,958 | $216.2 萬 | 0.55% | +610+2.7% | 加碼 |
| Sowell Financial Services LLC | 22,932 | $215.9 萬 | 0.10% | +324+1.4% | 加碼 |
| Alpha DNA Investment Management LLC | 22,820 | $214.9 萬 | 1.18% | +10,899+91.4% | 加碼 |
| Wedbush Securities Inc | 22,777 | $214.5 萬 | 0.08% | +5,480+31.7% | 加碼 |
| Caldwell Trust Co | 22,469 | $211.6 萬 | 0.25% | −124−0.5% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 22,446 | $211.4 萬 | 0.09% | +3,850+20.7% | 加碼 |
| Regions Financial Corp | 22,235 | $209.4 萬 | 0.02% | −781−3.4% | 減碼 |
| PFG Investments, LLC | 22,127 | $208.4 萬 | 0.13% | +5,065+29.7% | 加碼 |
| Capital Markets Trading UK LLP | 21,992 | $207.1 萬 | 1.50% | +21,992 | 新進 |
| DoubleLine ETF Adviser LP | 21,868 | $205.9 萬 | 0.52% | +727+3.4% | 加碼 |
| Atlas Private Wealth Management | 21,824 | $205.5 萬 | 0.86% | +1,913+9.6% | 加碼 |
| Granite Group Advisors, LLC | 21,811 | $205.4 萬 | 1.38% | −151−0.7% | 減碼 |
| Cohen Klingenstein LLC | 21,800 | $205.3 萬 | 0.08% | 00.0% | 不變 |
| Paralel Advisors LLC | 21,773 | $205.0 萬 | 0.09% | 00.0% | 不變 |
| Burney Co | 21,571 | $203.1 萬 | 0.08% | −794−3.6% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 21,299 | $200.6 萬 | 0.08% | −412−1.9% | 減碼 |
| Leavell Investment Management, Inc. | 21,276 | $200.3 萬 | 0.12% | −1,136−5.1% | 減碼 |
| Alaethes Wealth LLC | 21,234 | $199.9 萬 | 0.87% | −282−1.3% | 減碼 |
| NorthRock Partners, LLC | 21,208 | $199.7 萬 | 0.08% | +2,179+11.5% | 加碼 |
| Brevan Howard Capital Management LP | 21,174 | $199.4 萬 | 0.18% | +18,933+844.8% | 加碼 |
| Prudent Man Advisors, LLC | 21,003 | $197.8 萬 | 0.74% | −1,098−5.0% | 減碼 |
| Freedom Day Solutions, LLC | 20,919 | $197.0 萬 | 0.70% | −508−2.4% | 減碼 |
| Ameliora Wealth Management Ltd. | 20,870 | $196.5 萬 | 0.89% | −30−0.1% | 減碼 |
| Capital Asset Advisory Services LLC | 21,205 | $196.1 萬 | 0.11% | +3,447+19.4% | 加碼 |
| Hudson Canyon Capital Management | 20,814 | $196.0 萬 | 1.26% | 00.0% | 不變 |
| TrueMark Investments, LLC | 20,710 | $195.0 萬 | 1.79% | −373−1.8% | 減碼 |